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  5. DSG: I noticed you prefer KSX over DSG recently, and I’m wondering why. [Descartes Systems Group Inc. (The)]
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Investment Q&A

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Q: I noticed you prefer KSX over DSG recently, and I’m wondering why. Or is GSY the better choice of the three? I have held all three for a few years and due to timing issues I have a much higher gain on DSG and GSY. I know past performance does not guarantee future results, but can’t get over my negative bias towards KSX. Also I have too many different stocks and know I should concentrate more. (I.e. 20 vs 30+)
Asked by Gordon on August 25, 2025
5i Research Answer:

While we continue to like both KXS and DSG, and we would be highly comfortable with either position, DSG's recent momentum has been weakening, whereas KXS has been showing some improvement. For positioning in the intermediate term, there could be further upside with KXS vs. DSG, but for more conservative investors, we think DSG's history is quite robust and demonstrative of its strong management team. 

Analyst trends have been weakening for DSG's forward earnings growth, whereas KXS has seen positive revisions. For a more intermediate-term positioning, we would give KXS the slight edge. But, for a long-term investor that is comfortable with potential underperformance relative to KXS in the intermediate term, we would prefer to hold on to DSG and sell KXS.

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